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Name Holding Trade Value Shares
Change
Change in
Stake
CSB
451
City State Bank
Iowa
$326K
EH
452
Equitable Holdings
New York
$325K +$113K +1,469 +50%
HCM
453
Howland Capital Management
Massachusetts
$324K
BTI
454
Blue Trust Inc
Georgia
$322K +$74K +959 +28%
GIS
455
Grayhawk Investment Strategies
Alberta, Canada
$317K +$154K +2,000 +170%
SWM
456
Seed Wealth Management
Illinois
$317K
KAS
457
Kestra Advisory Services
Texas
$316K -$970K -12,575 -75%
CWM
458
Cadence Wealth Management
Massachusetts
$316K +$109K +1,415 +49%
SIA
459
Schechter Investment Advisors
Michigan
$309K +$45.8K +594 +17%
CAM
460
Cubic Asset Management
Massachusetts
$307K
USGIU
461
U.S. Global Investors (USGI)
Texas
$296K
RFO
462
RiverGlades Family Offices
Florida
$295K
RFA
463
Resurgent Financial Advisors
Georgia
$295K +$308K +3,993 New
CWM
464
Cornerstone Wealth Management
Missouri
$294K +$308K +3,988 New
RA
465
Ruggaard & Associates
Ohio
$293K +$307K +3,973 New
AP
466
Americana Partners
Texas
$290K -$36.2K -469 -11%
SI
467
Stephens Inc
Arkansas
$289K +$22.9K +297 +8%
EHAM
468
Eagle Harbor Asset Management
Washington
$287K +$13.9K +180 +5%
JWCA
469
J.W. Cole Advisors
Florida
$285K -$92.1K -1,194 -24%
RI
470
Ridgewood Investments
New Jersey
$275K +$287K +3,724 New
LNWWM
471
Laird Norton Wetherby Wealth Management
California
$275K +$5.25K +68 +2%
WFI
472
West Family Investments
California
$275K
CJFS
473
Coulter & Justus Financial Services
Tennessee
$273K
BAM
474
Belpointe Asset Management
Nevada
$272K +$6.48K +84 +2%
BCM
475
Bayesian Capital Management
New York
$259K -$363K -4,700 -57%